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Schwab US Broad Market ETF
SCHB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
551
Capital Advisors Ltd
Ohio
$957K +$20.4K +954 +2%
CCM
552
Colorado Capital Management
Colorado
$952K +$2.95K +138 +0.3%
JF
553
Joule Financial
Kentucky
$951K -$99.3K -4,653 -10%
ECM
554
Exchange Capital Management
Michigan
$940K -$136K -6,387 -13%
MCM
555
Mengis Capital Management
Oregon
$937K +$833 +39 +0.1%
IC
556
IEQ Capital
California
$936K +$224K +10,482 +33%
VAMG
557
Voisard Asset Management Group
Michigan
$935K +$901K +42,180 New
BC
558
Barrett & Company
Rhode Island
$918K +$2.43K +114 +0.3%
MWA
559
Muirfield Wealth Advisors
North Carolina
$915K +$6.53K +306 +0.7%
PRWA
560
Platte River Wealth Advisors
Colorado
$910K +$192 +9 +0%
CST
561
Charles Schwab Trust
Nevada
$903K +$869K +40,722 New
GT
562
Greenleaf Trust
Michigan
$900K -$256K -11,997 -23%
BFS
563
Burkett Financial Services
South Carolina
$897K +$11.7K +549 +1%
EFS
564
Econ Financial Services
Pennsylvania
$895K +$7.82K +366 +0.9%
CIC
565
Carnegie Investment Counsel
Ohio
$891K +$12.5K +585 +1%
SQA
566
Simon Quick Advisors
New Jersey
$887K -$32K -1,500 -4%
WIM
567
Waycross Investment Management
Washington
$885K – – –
MTIC
568
Missouri Trust & Investment Company
Missouri
$884K -$267K -12,516 -24%
CFG
569
Citizens Financial Group
Rhode Island
$884K +$30.1K +1,410 +4%
PPWP
570
Premier Path Wealth Partners
New Jersey
$879K +$64 +3 +0%
LSIA
571
LaSalle St. Investment Advisors
Illinois
$875K +$961 +45 +0.1%
CIA
572
Concurrent Investment Advisors
Florida
$867K +$834K +39,084 New
BCM
573
Bowie Capital Management
Texas
$865K – – –
MPWT
574
MassMutual Private Wealth & Trust
Connecticut
$865K – – –
TF
575
Tompkins Financial
New York
$865K – – –
21 22
23
24 25